Wealth Advisor — Fiduciary Guidance & Growth

Charles Schwab; Indianapolis (IN); On-site; USD 100,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Vacation & volunteering time

Sabbatical

Parental leave

Tuition reimbursement

Health insurance

Job summary

Charles Schwab is seeking a Wealth Advisor to join Schwab Wealth Advisory (SWA). In this role you will deliver personal relationships, ongoing advice, and non-discretionary guidance to help clients achieve their financial goals.

You will work within a fiduciary team and leverage a broad range of investment products, collaborating with partners to deepen client relationships and deliver an exceptional client experience.

Qualifications

• Bachelor’s degree required.
• Active FINRA Series 7 license required.
• May be obtained with 120-day condition for CFP® or CFA holders, verified before hire.
• Active FINRA Series 66 license required.
• May be obtained within the first 120 days.
• Three+ years advisory experience delivering financial plans and portfolios.
• Five+ years in the financial services industry working directly with clients.

Skills

Advisory experience

Relationship management

Communication & presentation

Client retention

Education

Bachelor’s degree

Job description

Charles Schwab is seeking a Wealth Advisor to join Schwab Wealth Advisory (SWA). In this role you will deliver personal relationships, ongoing advice, and non-discretionary guidance to help clients achieve their financial goals.

You will work within a fiduciary team and leverage a broad range of investment products, collaborating with partners to deepen client relationships and deliver an exceptional client experience.